Filed July 16, 2020 (most recent of 8 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT8+ years Filed as: RBC DAIN RAUSCHER Service code 28 · EIN 41-1228350 | Investment Management | $121,243 |
COMMUNITY BANK, NA8+ years Service code 19 · EIN 16-1213679 | Securities Custodian | $6,775 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $65,170-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 29.3%-29.3pp | 5.6%-5.6pp |
| Annual return | -14.68% | 39.77%-54.5pp | 7.07%-21.8pp | 39.77%-54.5pp |
| Employer contribution / active EE | $4,762 | $19,959-76.1% | $34,847-86.3% | $19,959-76.1% |
| Participant deferral / active EE | $0 | $614-100.0% | $4-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $51-100.0% | $62-100.0% |